美股异动 | 纳微半导体(NVTS.US)涨超16% 此前推出新半导体产品 为英伟达(NVDA.US)AI工厂供能

智通财经网
Oct 20, 2025

智通财经APP获悉,周一,纳微半导体(NVTS.US)股价走高,截至发稿,该股涨超16%,报17.1美元。消息面上,公司此前宣布推出一系列专为英伟达(NVDA.US)800 VDC AI工厂电力架构打造的全新功率半导体产品。

本次发布的产品包括100V GaN FETs、650V GaN器件以及高压SiC(碳化硅)产品。管理层表示,这些新品旨在显著提升能效表现、电力密度与运行性能,为AI数据中心提供突破性电源解决方案。

英伟达800 VDC架构是一种适配AI工厂的全新电力分配系统,能够支持大规模、高性能的AI工作负载。这一架构直接为IT机柜供电,用于驱动包括Rubin Ultra在内的AI基础设施。纳微半导体推出的100V GaN FET产品在效率、电力密度及散热管理方面优势明显;而650V GaN组合则通过整合驱动、控制、感测与保护功能的GaNSafe电源IC,有助英伟达加速AI工厂从传统架构向800 VDC迁移。

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